Planning Directions Inc Pacer Fds Tr Amern Energy Inde Transaction History

Planning Directions Inc

$232 Million
Q1 2025

A detailed history of Planning Directions Inc transactions in Pacer Fds Tr Amern Energy Inde stock. As of the latest transaction made, Planning Directions Inc holds 5,988 shares of USAI stock, worth $228,801. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,988

Holding current value

$228,801

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$38.5 - $43.78 $230,538 - $262,154	5,988 New	5,988 $246,000

Others Institutions Holding USAI

# of Institutions

Shares Held

1.05M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

353K
Shares

$13.5 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

108K
Shares

$4.11 Million
0.01% of portfolio
Sl Advisors, LLC

93.3K
Shares

$3.57 Million
6.66% of portfolio
Jbr CO Financial Management Inc Ardmore, OK

83K
Shares

$3.17 Million
2.0% of portfolio
Code Waechter LLC Tampa, FL

49.1K
Shares

$1.88 Million
1.66% of portfolio

View Full List

About PACER FDS TR AMERN ENERGY INDE

Ticker USAI
Sector ETFs
Industry ETFs

More about USAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Account

Planning Directions Inc Pacer Fds Tr Amern Energy Inde Transaction History